ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,680 | -5.8% | 4,396 | -5.8% | 0.08% | -6.0% |
| Q2 2023 | $515,735 | +3.8% | 4,669 | +3.8% | 0.08% | -8.7% |
| Q1 2023 | $496,866 | +0.8% | 4,497 | +0.3% | 0.09% | -7.1% |
| Q4 2022 | $492,787 | -10.4% | 4,483 | -10.4% | 0.10% | -16.8% |
| Q3 2022 | $550,000 | +6.0% | 5,003 | +6.1% | 0.12% | +5.3% |
| Q2 2022 | $519,000 | -23.3% | 4,715 | -23.3% | 0.11% | -10.3% |
| Q1 2022 | $677,000 | +56.7% | 6,144 | +57.1% | 0.13% | +59.5% |
| Q4 2021 | $432,000 | -9.1% | 3,911 | -9.0% | 0.08% | -16.0% |
| Q3 2021 | $475,000 | +0.6% | 4,299 | +0.7% | 0.09% | -2.1% |
| Q2 2021 | $472,000 | -63.1% | 4,267 | -63.1% | 0.10% | -68.0% |
| Q1 2021 | $1,278,000 | -1.2% | 11,563 | -1.2% | 0.30% | -2.3% |
| Q4 2020 | $1,293,000 | – | 11,702 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |